"If you want different results, you need a different environment."
This is an opportunity for experienced Investment Advisers who want real ownership, stronger economics, and access to wholesale markets - without the friction of traditional dealer groups.
Our client is a fast-growing Private Wealth platform providing advisers with the infrastructure, AFSL support and deal flow needed to scale efficiently.
Investment Adviser - Private Wealth / Wholesale
What's on offer
- Above-industry adviser grid
- Wholesale & retail AFSL options (AR or CAR)
- Corporate CBD facilities + flexible work
- Marketing, lead generation & client events
- Access to institutional-grade investments including alternatives
- Full middle-office, compliance and admin support
Why advisers are joining
- You own your clients, trail and relationships
- Lower pay-away than traditional investment houses
- Scalable model for advisers targeting $1M+ revenue
- Founders who actively advise and understand the realities of client management
Who we're looking for
- Experienced Investment or Private Wealth Advisers
- Established or rapidly growing client book
- Strong investment capability across traditional and alternative assets
- AFSL-aware advisers who value flexibility and commercial control
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Investment Adviser – Private Wealth / Wholesale in Sydney employer: Big River Resources, LLC
Join a dynamic Newcastle-based financial advice firm that prioritises employee growth and development. With a supportive work culture, you'll benefit from mentoring opportunities and clear career progression while enjoying the flexibility of a hybrid work model. This role not only allows you to implement meaningful financial advice but also positions you at the heart of client success, making it an excellent place for those looking to make a real impact in their careers.
